Frank ArnoldCRD Number: 2691210
Current Firm: Osaic Wealth, Inc.
Frank Arnold (CRD# 2691210) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Antonio, TX and has over 27 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
Lpl Financial LLC
|Royal Alliance Associates, Inc.||San Antonio, TX||Nov 2018 - Current||4|
|Signator Inv Inc.||San Antonio, TX||Sep 2017 - Nov 2018||1|
|Weaver Tidwell Capital, LLC||San Antonio, TX||Aug 2010 - Sep 2017||7|
|Weaver Wealth Management||San Antonio, TX||Aug 2010 - Sep 2017||7|
|Weaver & Tidwell LLP||San Antonio, TX||Jan 2000 - Sep 2017||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1996|
|S65||NASAA Investment Advisors Law Examination||Jan 2000|
Total Assets Under Management29,536MILLIONS
Total Number of Accounts149,233ACCOUNTS
Average Account Value$197,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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